Daniel Morris
Cert PFS, BA (Hons), DipFA
Daniel is the founder of M Wealth and an experienced Financial Consultant, advising clients since 1998. His dream has always been to own a company whose entire team focuses on helping people achieve a healthy work/life balance while maintaining a long-term and trusted relationship with them.
About
Daniel works closely with other professionals such as solicitors, accountants, recruitment companies and Financial Services specialists to ensure that his clients receive the best advice available. It is through his vision and direction that M Wealth offers its clients a high level of personal service that is rarely seen in today’s financial market. The Company’s foundation is built upon its dedication to understanding its clients before offering them any advice, and this empathetic and personal ethos is the main reason that the client portfolio is largely derived from recommendations and word of mouth.
When not working, Daniel is an avid sports fan; particularly football, boxing, martial arts and Aussie Rules Football which he fell in love with over 30 years ago, during his time in Australia. He spends a lot of time with his family and enjoys movies, live shows and eating out. As well as loving to make people laugh, he tends to lose himself in music and is interested in self-development, psychology and sociology.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
